Brent Croonquist is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds a Series 66 designation and previously worked at Lord Abbett for six years before joining Janney in 2022. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and multiple advisory programs.

Mark Doman is a financial advisor at Creative Planning with seven years of industry experience. He holds a Series 65 credential and has been with Creative Planning since 2021, also operating The Doman Group since 2011. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Svetlana Zuyeva is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at TIAA-CREF since 2019 and previously spent 13 years at Scottrade, Inc. She also has a background as a homemaker for one year. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides tailored portfolio management alongside fiduciary standards and acts as adviser to a donor-advised fund sponsored by Charityvest.

Christopher Simone is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Danielle Posillico is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and AXA Advisors prior to joining Rockefeller Financial. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering a range of investment and placement services through a consolidated investment platform.

Harry Sullivan is a financial advisor at Citigroup Global Markets with four years of industry experience and a Series 66 designation. Prior to joining Citigroup in 2022, he worked at O'Donnell & Tessitore and has diverse experience including roles in vacation home management and educational institutions. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm operates with large institutional scale and provides a range of advisory, execution, and custody services, including derivatives and futures trading.

Conor Ryan is a CFP® and holds a Series 65 license with 10 years of industry experience. He is currently with Hightower Advisors and has previously worked at Highmount Capital, LLC for 20 years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

George Garfunkel is a financial advisor with First Manhattan Co. LLC in New York, NY, holding a Series 63 designation and having 23 years of industry experience. He has been with First Manhattan Co. since 2002. Outside of advising, he serves as "Of Counsel" to the law firm Garfunkel, Wild & Travis, PC, providing legal advice to other attorneys on former clients. First Manhattan Co. LLC offers discretionary and non-discretionary investment management and financial planning primarily to high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented portfolio management supported by fundamental research and integrates wealth planning alongside portfolio management.

Thomas Lee is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, NYLIFE Securities, and New York Life Insurance Company. He is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver advisory services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.

Stuart Berrin is a financial advisor at Prime Capital Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of advising, Berrin is a partner in CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC, and he provides business consulting services related to estate planning and business continuation. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, retirement plan services, and family office offerings, using a variety of investment strategies and platforms.

Joseph Pisano is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. His work history includes roles at Citibank, Okapi Partners, and Pure Hockey, as well as positions in educational institutions such as Fordham University, Fairfield University, and Xavier High School. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, and provides a broad range of advisory and execution solutions.

Douglas Moglia is a CFA® charterholder with five years of industry experience, currently with Rockefeller Financial LLC. He has worked at Morgan Stanley and BNY Mellon and has been with Rockefeller Financial and ROCKEFELLER Capital Management since 2024. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering securities transactions, insurance products, and investment banking services through a Private Advisor model and a consolidated investment platform.

Nicholas Limongelli is a financial advisor with Primerica Advisors based in Roslyn, NY, holding a Series 66 designation and seven years of industry experience. He has worked at Park Avenue Securities, LLC since 2017 and with Guardian Life Insurance Co of America since 2012. Limongelli serves on the board of the National Association of Insurance and Financial Advisors (NAIFA) New York Young Advisors Team. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial planning, retirement-plan consulting, and business consulting. The firm employs a mix of proprietary and third-party investment strategies across various account types, supporting discretionary and non-discretionary management with additional services such as securities-based lending and donor-advised fund options.

Manoel Campelo is a financial advisor at Rockefeller Financial LLC with 8 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Rockefeller Financial, he worked at Wells Fargo Clearing, LLC and Wells Fargo Bank, NA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer providing placement and investment banking services through a consolidated platform called Rockefeller Global Investment Management.

Christine Fong is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds the Series 66 designation and has worked previously at JPMorgan Securities, JPMorgan Chase Bank, Robert Half International, SDS Communications, TD Bank, and Baruch College. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research and trading activities, supporting both discretionary and non-discretionary client solutions.

Americo Paez is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds the Series 66 designation and has been with CITI Private Bank since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary portfolios and supports a range of investment products including separately managed accounts, mutual funds, ETFs, and alternative funds.

Richard Brennan is a CFP® with 10 years of industry experience, currently serving at HSBC Securities (USA) Inc. He has previously worked at UBS Financial Services and JP Morgan Chase Bank. His career includes roles at both bank and securities affiliates of major financial institutions. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment options supported by asset allocation strategies developed with HSBC Global Asset Management. The firm operates as an SEC-registered adviser and broker-dealer and offers specialized programs such as Offshore Spectrum for qualified non-resident investors.

James Nolan Jr. is a Series 66 licensed financial advisor with eight years of industry experience, currently with Citigroup Global Markets. He has worked at Citi Private Bank since 2017 and was previously with Citibank NA from 2015 to 2017. Outside of his advisory role, he officiates high school basketball in New York. Citigroup Global Markets serves individual and institutional clients through multiple business lines, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities including in-house research, swap dealing, and futures commission merchant services.

Julissa Lopez is a financial advisor at Citigroup Global Markets with a Series 66 designation. She has been with Citibank since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with a combination of institutional scale and specialized market roles.

Katherine Hearden is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Her work history includes roles at Citigroup Inc., Citibank, and Bonhams Skinner, as well as prior positions outside finance such as at O'Donoghue's Irish Pub and Grill and Twigs Boutique. She is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research, execution, and clearing capabilities.